RAKHEE KAPOOR
Dubai,United Arab Emirates
Summary
Accomplished finance professional with expertise in leverage buyout analysis, asset allocation strategy, and capital market analysis. Proficient in 3-statement financial modelling and risk return metrics, with a strong command of NPV and ROI forecasting. Demonstrates exceptional skills in market due diligence and financial modelling using Fact Set. Committed to advancing strategic financial initiatives and optimising investment outcomes.
Overview
3
3
years of professional experience
Work history
Investment Specialist
H&S Real Estate
Dubai, United Arab Emirates
2025.02 - 2025.10
- Managed AED 20M real estate portfolio for 10+ HNW clients, optimizing capital allocation across UAE asset classes through rigorous risk-return analysis.
- Conducted valuation analyses on secondary-market assets using comparable transaction analysis (Comps) and market data to advise on entry and exit strategies for high-value transactions.
- Developed quantitative models synthesizing macroeconomic trends and granular transaction data to identify and support acquisition of underpriced, high-yield assets for strategic portfolio enhancement.
Investment Advisor
Ark Vision International Real Estate
Dubai, United Arab Emirates
2024.02 - 2025.01
- Improved client portfolio efficiency by 15% by deploying advanced asset valuation techniques to identify and execute opportunistic alternative investments.
- Constructed comprehensive 3-statement financial models and detailed Discounted Cash Flow DCF analyses, alongside NPV and ROI projections, to forecast investment appreciation potential and support long-term investment theses.
Business Development Manager
Shipeazee
Dubai
2023.03 - 2024.01
- Led end-to-end due diligence and onboarding for 20+ corporate clients, including two institutional investors, originating AED 200K in new annualized revenue.
- Applied advanced statistical forecasting models and commercial analytics to optimize strategic revenue planning and client acquisition, resulting in a 10% increase in operational efficiency.
Education
Master of International Business -
University of Birmingham
Dubai, United Arab Emirates 09/2023 - 09/2024
Bachelors of Management studies - Finance
University of Mumbai
01/2020 - 01/2023
CFA level 1 Candidate - undefined
SSEI Educational Institute
Skills
- Leverage Buyout Analysis
- Fact Set
- Asset Allocation Strategy
- 3-statement Financial Modelling
- Capital Market Analysis
- NPV and ROI Forecasting
- Market Due Diligence
- Financial Modelling
- Risk Return Metrics
LEADERSHIP AND SERVICE
- Animal lovers of Kalyan, Volunteer, 2019, Present, Rescued/cared for 15 stray animals, ensuring medical aid and shelter.
- Jankalyan Multipurpose Organisation, Fund Raiser, 2022, 2023, Raised funds for SHIKSHA Education project initiatives.
KEY ACHIEVEMENTS
Recognized as 'Stellar of the Week' for successfully executing an AED 10M portfolio diversification strategy for a key high-net-worth client, generating the firm's highest weekly sales volume.
Timeline
Investment Specialist
H&S Real Estate
2025.02 - 2025.10
Investment Advisor
Ark Vision International Real Estate
2024.02 - 2025.01
Business Development Manager
Shipeazee
2023.03 - 2024.01
Master of International Business -
University of Birmingham
09/2023 - 09/2024
Bachelors of Management studies - Finance
University of Mumbai
01/2020 - 01/2023
CFA level 1 Candidate - undefined
SSEI Educational Institute